See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,525 | $95,803+118.7% | $113,168+85.1% | $84,808+147.1% |
| Participation rate | 77.3% | 72.9%+4.4pp | 76.6%+0.7pp | 68.3%+9.0pp |
| Annual return | 16.79% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,164 | $2,360+76.4% | $2,975+40.0% | $2,631+58.3% |
| Participant deferral / active EE | $6,322 | $4,242+49.0% | $5,107+23.8% | $4,212+50.1% |
| Admin fee / account holder | $1,084 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |